Our client is a DIFC-based private banking EAM regulated by the DFSA and managing multi-million dollar client assets. They are now recruiting a Relationship Manager, having 5-10 years of private banking experience. Job Responsibilities
Ongoing business relationships with HNI and UHNWI.
Conduct business reviews to ensure clients are satisfied with the products and services.
Update Clients on status of their accounts, investments and growth.
Attend meetings with clients to discuss new financial products.
Create and develop business opportunities with both new and existing clients in order to generate additional business and to enhance key relationships.
Manage, review and evaluate client’s accounts.
Escalate and resolve areas of concern as raised by clients.
Liaise with internal departments to ensure client needs are fulfilled timely and effectively.
Act as the point of contact for clients and be the interface between the Company and clients.
Obtain all account opening and compliance documents for processing.
Work closely with compliance and risk officer, when creating file notes on the client risk and investment profile.
Work closely with the Head of Asset and Wealth Management, the business heads, and compliance and risk departments.
Able to use the most appropriate method, language, medium and style of communication when dealing with clients, colleagues and business partners.
Able to take quick and well thought through decisions, seize opportunities to move things forward.
Significant experience in relationship management in the financial services/ banking sector.
Proven track record of managing relationship with key clients.
Excellent commercial and negotiation skills.
Highly developed communication skill for use in direct client contact and problem-solving.
Ability to provide strong financial and statistical analysis.
Excellent understanding of financial markets and products.
Attention to details and ability to think creatively to solve problems.
